When will Tesla end production of Model S and Model X?

Tesla will wind down Model S and Model X production next quarter (Q2 2026) and fully cease by the end of Q2 2026.

What will Tesla do with the Fremont factory after ending Model S and X production?

Tesla will retool its Fremont, California factory to produce Optimus humanoid robots.

What is the Optimus robot and what are Tesla's plans for it?

Optimus is Tesla's humanoid robot; Tesla plans to unveil a third-generation version this quarter, sell to the public by end of 2027, and scale to 10 million units annually by 2027 at facilities including Fremont and Gigafactory Texas.

How did Tesla's stock react to the announcement?

Tesla shares rose about 2% in after-hours trading following the announcement.

4 sources

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1M ago

Elon Musk Says Tesla Will End Model S And Model X Production

Tesla will wind down Model S and Model X production next quarter and retool its Fremont, California, factory to build Optimus robots, CEO Elon Musk said on Jan. 28.

Overview

A summary of the key points of this story verified across multiple sources.

Elon Musk said on Jan. 28 that Tesla will wind down Model S and Model X production next quarter and retool its Fremont, California, factory to build Optimus robots.

The Model S launched in 2012 and the Model X in 2015, vehicles credited with helping Tesla mainstream electric cars while lower-priced Model 3 and Model Y now account for most deliveries, industry data show.

Musk said Tesla will continue supporting existing Model S and X owners "for as long as people have the vehicles," and shares rose about 2% in after-hours trading, market data showed.

Tesla reported revenue of $24.9 billion for the most recent quarter and $94.8 billion for 2025, while global vehicle deliveries fell to about 1.64 million in 2025, the company said.

Musk said Tesla will unveil a third-generation Optimus robot this quarter and convert Fremont production lines, a shift that could reshape supply chains and faces uncertainty if robot demand lags or Cybertruck sales remain weak.

Written using shared reports from

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Analysis

Compare how each side frames the story — including which facts they emphasize or leave out.

Center-leaning sources frame Tesla’s move as an elegiac, inevitable shift from iconic luxury models to autonomy. Editorial choices use evaluative descriptors (e.g., “bombed,” “garish”), selective emphasis on legacy and competition, and quote placement to foreground nostalgia and strategic retreat. Source quotes supply factual context but are presented to support that narrative.

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Tesla is killing off the Model S and Model X

TechCrunch•1M ago

Elon Musk says Tesla will stop producing its S and X models as it shifts to making robots

NBC News•1M ago

Tesla is killing the Model S and X in favor of building robots

USA TODAY•1M ago

Tesla ends production of Model S and Model X vehicles, will focus on robots in 2026

Fox Business•1M ago

FAQ

Dig deeper on this story with frequently asked questions.

: Tesla will wind down Model S and Model X production next quarter (Q2 2026) and fully cease by the end of Q2 2026.
Sources:
InvestingLive
: Tesla will retool its Fremont, California factory to produce Optimus humanoid robots.
Sources:
Teslarati
: Optimus is Tesla's humanoid robot; Tesla plans to unveil a third-generation version this quarter, sell to the public by end of 2027, and scale to 10 million units annually by 2027 at facilities including Fremont and Gigafactory Texas.
Sources:
AInvest
: Yes, Tesla will continue supporting existing Model S and X owners for as long as they have the vehicles.
Sources:
InvestingLive
: Tesla shares rose about 2% in after-hours trading following the announcement.
Sources:
InvestingLive

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